Apple’s growing market power, intensifying competition challenge sector.
The sector is still largely cyclical, but companies with moats will be in the best position to take advantage of long-term secular trends.
Consumer defensive stocks, though fairly valued, still offer opportunities for investors concerned about safety.
Analysts say rosy assumptions are already baked into stock prices.
Obamacare will benefit some sectors more than others, but poor economy and pricing pressures are the biggest challenges most health-care firms must face.
Supply glut, warm weather, and rock-bottom prices challenge producers.
When basic-materials stocks fall prey to doom-and-gloom scenarios, investors can gain profits that aren’t just cyclical.
Wear, tear, and competition will drive a comeback in this sector.
Each specialty retail segment is not like the others; our analysts have scoured the industry’s credit offerings to find the best deals.
Morningstar’s analysts see plenty of solid companies in the technology sector, but attractive valuations are much rarer.